Financial Security Advisor 1
iA Financial Group - Vallée du Richelieu
I'm a loving person who has always worked towards people's wellbeing. I worked in healthcare for 10 years and now,I still take care of people's health, but by guiding them in their financial health. I'm a mother of two with a large family, and I find it gratifying to make sure everyone is doing well. I want to make sure that you are in the best position financially throughout the course of your life, so that you don't have to wonder what would happen to you in the face of the unexpected. You will already have a simple, clear, precise and pesonalized plan that suits your needs. We will work together to develop the best strategies so that you can achieve your life objectives. I will also be there because helping people and taking care of their financial health is not just a priority for me, it's a passion. I look forward to taking care of you.
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification
A complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
Economic News with Sébastien Mc Mahon
Sébastien Mc Mahon is Chief Strategist and Senior Economist at iA Financial Group. He also serves as Vice-President, Asset Allocation, and Portfolio Manager for our subsidiary, iA Investment Management Inc. (iAIM).
Canada: A <em>per capita</em> recession
Latest videos and podcasts
1 With Industrial Alliance Insurance and Financial Services Inc Financial Services firm.
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